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Create Your Account

1

Sign Up

Visit app.edgebook.io and create your account using your email address.
2

Verify Email

Check your inbox for a verification email and click the confirmation link.
3

Complete Setup

Choose your default preferences for trade direction, execution type, and workflow status.

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Your First Steps

Once you’re logged in, here’s what to do next:

Log Your First Trade

Learn how to create a trade entry with notes and charts.

Quick Upload

Add chart screenshots without leaving the journal.

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Interface Overview

EdgeBook’s interface is organized into several key areas:
  • Trades - Your main trade journal
  • Patterns - Your pattern library
  • Strategies - Strategy and setup management
  • Manage - Tags, statuses, symbols, and more

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Trade Views

Switch between different views to organize your trades:
  • List View - Card-based gallery of trades
  • Board View - Kanban-style workflow management
  • Table View - Spreadsheet-style data view

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Filtering

Use the sidebar filters to find specific trades by:
  • Result (Win/Loss/Breakeven)
  • Direction (Long/Short)
  • Status, Tags, Symbols
  • Date range
  • Rating
Pro tip: Save your favorite filter combinations as “Saved Views” for one-click access.

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Next Steps

Trade Journal

Master the rich text editor and note templates.

Chart Gallery

Learn to organize and annotate your chart screenshots.

Connect an AI agent

Let an MCP client log trades from your notes.